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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,377 | $81,262-62.6% | $155,602-80.5% | $80,911-62.5% |
| Participation rate | 22.8% | 66.2%-43.4pp | 78.2%-55.4pp | 67.6%-44.8pp |
| Annual return | 15.78% | 33.34%-17.6pp | 64.81%-49.0pp | 35.63%-19.9pp |
| Employer contribution / active EE | $228 | $3,102-92.7% | $4,675-95.1% | $2,756-91.7% |
| Participant deferral / active EE | $1,968 | $3,451-43.0% | $5,629-65.0% | $4,297-54.2% |
| Admin fee / account holder | $2,776 | $7,992-65.3% | $15,923-82.6% | $6,935-60.0% |